Institutional Ownership Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF). We have compiled data on the 2,108 institutions that hold shares in the stock, with a total of 793 Million shares, which have been reported (via 13F filing form) to have a value of $40.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
2,935
shares
|
$149,567
0.12% of portfolio
|
Q1 2025
Reduced 31.02%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
2,935
shares
|
$149,567
0.12% of portfolio
|
Q1 2025
Reduced 94.55%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
2,897
shares
|
$147,631
0.03% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
2,889
shares
|
$147,223
0.09% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
2,873
shares
|
$146,408
0.05% of portfolio
|
Q1 2025
Added 40.08%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
2,735
shares
|
$139,375
0.01% of portfolio
|
Q1 2025
Added 61.45%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
2,700
shares
|
$137,592
0.06% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,642
shares
|
$134,636
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
2,641
shares
|
$134,585
0.02% of portfolio
|
Q1 2025
Added 502.97%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
2,598
shares
|
$132,394
0.03% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
2,592
shares
|
$132,088
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
2,538
shares
|
$129,336
0.01% of portfolio
|
Q1 2025
Reduced 20.44%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
2,535
shares
|
$129,183
0.0% of portfolio
|
Q1 2025
Added 42.5%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
2,506
shares
|
$127,705
0.04% of portfolio
|
Q4 2024
Added 401.2%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
2,500
shares
|
$127,400
0.03% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
2,454
shares
|
$125,055
0.05% of portfolio
|
Q1 2025
Reduced 98.77%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
2,449
shares
|
$124,801
0.03% of portfolio
|
Q1 2025
Added 197.57%
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
2,407
shares
|
$122,660
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
2,387
shares
|
$121,641
0.04% of portfolio
|
Q1 2025
Added 25.63%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
2,365
shares
|
$120,520
0.07% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
2,317
shares
|
$118,074
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
2,288
shares
|
$116,596
0.03% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
2,271
shares
|
$115,730
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
2,183
shares
|
$111,245
0.02% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
2,129
shares
|
$108,493
0.05% of portfolio
|
Q1 2025
Reduced 21.99%
|